IDEAL Plans Ideal Advisors

Ep 16 Powerful Tech Stack & Connection to Impact Clients - Interview with Mark Lamb

May 31, 2020 Richard E. Boone Season 1 Episode 16
IDEAL Plans Ideal Advisors
Ep 16 Powerful Tech Stack & Connection to Impact Clients - Interview with Mark Lamb
Show Notes

In this episode we'll interview Mark Lamb, a wealth manager in the heart of Silicon Valley - San Jose, CA.  Many clients simply expect you to have a great technology platform  - commonly known as a tech stack.  But no one knows technology better - or has higher expectations - than the people who live in the birthplace of Apple, Google, Facebook, Netflix, and many more leading technology companies.  Mark will talk about which systems he uses and how they provide the foundation for his service model.  He'll also discuss how he goes beyond the technology in his ability to connect with his clients through his 5 Point Discovery Process.  Listening to this podcast may inspire you to combine great use of technology and personal connection to fuel your business growth.